Insights
Featured
Clark Kendall Named Chairman of the Board for Big Brothers Big Sisters of the National Capital Area
July 14, 2025
Clark Kendall, CFP®, CFA, AEP® leads with purpose — whether it’s steering the ship at Kendall Capital Management or championing...
Learn More
Financial Planning / Investment Strategies / Retirement / Taxes
SECURE Act 2.0: An Overview
March 29, 2023
In late 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement...
Learn More
Financial Planning / Investment Strategies / Retirement / Taxes
A Taxing Story: Capital Gains and Losses
February 24, 2023
Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are...
Learn More
Financial Planning / Investment Strategies / Retirement / Taxes
IRA Deadlines Are Approaching
December 27, 2022
Financially, many Middle-Class Millionaires associate the spring with taxes – but we should also associate December with important Individual Retirement...
Learn More
Financial Planning / Investment Strategies / Market Updates / Retirement / Taxes
Inverted Yield Curve: Recession Coming?
December 5, 2022
A combined measure of 10-year government bond yields from a basket of major economies has fallen below a similar basket...
Learn More
Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Dividends and Harvesting Losses
December 5, 2022
Many Middle-Class Millionaires already know this – ’Tis the season for taxable dividends and capital gains to show up in...
Learn More
Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Managing Probate When Setting Up Your Estate
November 17, 2022
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate...
Learn More